Front desk operations on Queue
Refer to the following sections for actions you can perform on the queue view. For a quick overview, refer to getting started with Queue.
Add a guest to Queue
Tip
From the main menu, click the Add to queue icon.
This opens Booking Wizard.
From the No. of Guests list, select the number of guests.
Search for a guest by name, mobile number, or email id.
From the Service/Service Code/Day Package list, select the required service or day package.
To add more services, click + Service.
Select the service provider.
Click Review & Book.
This opens the appointment confirmation page.
On the appointment confirmation page, click Book.
Start a service for the visit
Tip
On the guest's queue card from the Guests waiting section, click Start.
You cannot start a service until the service form is filled. To access service forms for the guest, tap the menu.
Undo the start of a service
On the guest's queue card from the Guests being serviced section, click Undo Start.
Based on the organization settings, you can also start a service irrespective of its queue number.
Mark a guest as a No-Show
On the guest's queue card from the Guest waiting section, click No Show.
Note
As customized by your organization, you may see the No Show button with a different label. For example, Left, Unavailable, etc.
Manage guests paying their invoices through payment links on queue cards
The Paid amount appears under the Total amount on the guest's queue card, which indicates if you can close or modify the invoice.
If the Paid amount exceeds or is equal to the Total amount
Click Checkout.
To open the POS screen, click Edit invoice.
To close the guest's invoice directly from the queue view, click Close invoice.
If the Paid amount is less than the Total amount
To open the POS screen, click Checkout.
Print visit details
On the guest's queue card from the Guests waiting section, click the horizontal ellipsis icon.
Click Print Appointment.
This will open the Print Appointment Details window. This page contains basic details about the visit, the service provider, and the duration.
Click Print.
Print a job card
On the guest's queue card from the Guests waiting section, click the horizontal ellipsis icon.
Click Print job card.
This will open the Print Appointment Details for Job Card window. This page contains elaborate details about the guest and the service opted by them.
Click Print.
Add or edit appointment notes
On the guest's queue card from the Guests waiting section, click the Appointment Notes icon.
This will open the Appointment Notes dialog box.
Click Add to add new guest notes.
If the service already has visit notes added for the guest, the dialog box will show those notes. To edit the notes, click Edit.
Enter the appointment notes and click Save.
Mark a service as completed
On the guest's queue card from the Guests being serviced section, click the Mark Complete icon.
If the services are prepaid, or the payment for the services has been made in advance, then you can mark the services as completed after you render the service and then close the invoice from the point of sale (POS).
Take payment in advance from the guest
On the guest's queue card from the Guests waiting section, click the POS icon.
You will see a warning message that says This Service has not been started yet. Do you still want to continue?.
Click Yes.
This will open the POS.
Take payment from the guest.
Do not close the invoice after you take the payment. Close the Invoice only after rendering the service and marking the services as completed.
Check a guest out and take payment
Tip
On the guest's queue card from the Guests being serviced section, click the checkout icon.
This will open the POS.
Take payment from the guest.
After you collect the payment, you can close the invoice and provide a copy to your guest.
If your guests have checked in as a group, then you can also do a group checkout. You will see a warning message that says Services of your group are still in progress. Do you still want to checkout?. Click Ok to proceed to payment.
Open the cash register
Tip
From the main menu of the queue view, click Actions.
Hover over Manage Register and click Open Register.
Manage Cash
From the main menu of the queue view, click Actions.
Hover over Manage Register and click Manage Cash.
This will open the Manage Cash dialog box.
Refer to the table below for the actions you can perform.
To transfer cash to another register
Click Transfer Cash.
Select the register to which you want to transfer the cash.
Enter the amount and add notes.
Click Ok.
To enter payouts to employees such as tips and gratuity
Click Pay Out Cash.
Enter the employee name, amount, and notes.
Click Ok.
To add cash to the register
Click Add Cash.
Enter the amount and notes.
Click Ok.
Create block out times for employees
From the Providers section, click the required provider's name.
Click Block out.
Perform the required action.
Add new: Create a one-off or recurring block out time for the service provider. To create a recurring block out time, select the Repeat check box on the pop up and specify the nature in the Repeats list, frequency in the Repeat every list, start date, and end date.
Edit: Click the edit icon next to the required block out time.
Delete: Click the delete icon next to the required block out time. In a recurring block out time, you can delete the current day's block out and all the recurring block outs as well.
If your organization doesn't allow editing and deleting block out times from the Queue view, you need to switch to the Appointment view to manage block out times.
Add a visit to the Queue using the Booking Wizard
Click the Booking Wizard icon and follow these steps to add a visit to the queue.
Edit service using the Booking Wizard
Click on the required visit on the Queue view to expand the queue card.
Click the Edit Visit icon.
Follow the steps to edit the selected visit.
Access Queue via PIN (View-only mode)
When the view-only mode is enabled, Zenoti logs you out automatically after a set duration of inactivity in the queue view or the appointment view. However, Zenoti continues to display the queue or appointment details on the screen. To perform any action, you need to log in again using your PIN.
Turn on the view-only mode
On the bottom panel, click your name.
Click PIN Mode.
After a set duration of inactivity, Zenoti automatically logs you out and switches to the view-only mode.
Alternatively, you can launch the view-only mode by clicking the Logout icon from the main menu.
Log in and exit view-only mode
Click anywhere on the screen to bring up the log-in notification.
Enter your credentials to exit view-only mode and access Queue.
Turn off the view-only mode
On the bottom panel in the queue view, click your name.
Click Exit PIN Mode.
Manage guests paying their invoices through payment links on queue cards
The Paid amount appears under the Total amount on the guest's queue card, which indicates if you can close or modify the invoice.
If the Paid amount exceeds or is equal to the Total amount
Click Checkout.
To open the POS screen, click Edit invoice.
To close the guest's invoice directly from the queue view, click Close invoice.
If the Paid amount is less than the Total amount
To open the POS screen, click Checkout.
Book a call ahead
Call ahead allows front desk staff to mark guests as "en route" for future bookings, enabling preparation for their arrival in advance.
Click the Booking Wizard or Add to queue icon.
Search and select the guest or add a new guest as per your requirement.
To book a visit for a future date, click on the Calendar icon and select the date for the call ahead.
Select the time slot for the visit and enter other required information such as service and provider details.
For more information, refer to add visits to the queue.
Click Review and Book.
Queue cards for call-ahead bookings are easily identifiable in the Queue view with a blue color band.